Metals in all forms are a pretty strong barometer of global economic health. However, there does not appear to be a clear picture of what comes next as the U.S. and global economy attempt to move from this period of extraordinary stimulus to more normal conditions.

Market Analysis

Yellen, in her first post-FOMC press conference, projected that tapering of asset purchases would be completed this fall. But beyond the end of quantitative easing, as we contemplate actual monetary tightening, things get murkier.